Simeon Gutman
U.S. hardlines, broadlines, and food retail analyst discussing retailer holiday trends, market share shifts, and company-level readthroughs.
Top 3 podcasts with Simeon Gutman
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24 snips
Dec 4, 2025 • 11min
Trends and Challenges for Consumers in 2026
Arunima Sinha, an economist at Morgan Stanley, delves into consumer spending trends and the complex K economy affecting different income groups. Simeon Gutman analyzes mixed signals in holiday retail trends and market share shifts among key players. Megan Clapp highlights performance insights from food producers and the rising impact of platforms like TikTok Shop. The trio predicts a consumption recovery in 2026 as middle-income households begin to thrive, underlining the evolving landscape for both consumers and retailers.
Sep 1, 2023 • 7min
U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School
Sarah Wolfe, from Morgan Stanley's U.S. Economics Team, and Simeon Gutman, an Equity Analyst, discuss back-to-school shopping trends and their implications. They analyze the relationship between back-to-school and holiday spending, predict holiday shopping trends based on early indications, and highlight challenges to surpass the growth of the 2022 holiday season. They also delve into consumer behavior, specifically in the electronics category, and explore the impact of e-commerce on back-to-school shopping trends.
Jul 15, 2024 • 6min
Retail’s Comeback Plan
Morgan Stanley analysts discuss how technology is reshaping retail's future, highlighting automation, AI, and retail media. They delve into generative AI's impact on targeted advertising and customer service, emphasizing how large retailers are leading the tech investment. Retail media, AI, and automation are revolutionizing the industry and shifting advertising budgets to new platforms.
